Pathstone Family Office’s Affirm AFRM Stock Holding History

Pathstone Family Office’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$208K	Buy	+9,799	New	+$179K	﹤0.01%	1500

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's AFRM Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Affirm (AFRM) in Q3 2023: 9,799 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings.

311 funds tracked by Wall St. Rank hold AFRM as of Q3 2023.

Pathstone Family Office held 9,799 shares of Affirm worth $208K as of Q3 2023.
Affirm was a new Pathstone Family Office position in Q3 2023.
Affirm made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1500 holding.
311 funds tracked by Wall St. Rank held Affirm as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.